Mark Flannery
Mark Flannery is a CFP-designated registered investment advisor at LPL Financial LLC, based in Chanhassen, MN, with 35 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
7925 Stone Creek Dr, Ste 110, Chanhassen, MN, 55317
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark operates his LPL business through Wealth Guidance, Inc., dedicating full-time hours to it. He also engages in real estate rental through Flannery Holdings, LLC, and sells non-variable insurance through The Pinnacle Group, Diversified Brokerage Services, Inc., and Pacific Life Insurance Company, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Grove Point Advisors, LLC
H. Beck, INC.
Grove Point Investments, LLCBroker
Mimlic Sales CorporationBroker
H. Beck, INC.Broker
First Financial Equity CorporationBroker
Source Securities, INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.